Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
ITUS Capital posted a strong 12.76% return in 2024. Entering CY25, the fund is increasing concentration to 25-30 high-conviction names, remaining overweight on Healthcare and Building Materials while trimming auto and banking exposures.
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ITUS Capital posted a strong 12.76% return in 2024. Entering CY25, the fund is increasing concentration to 25-30 high-conviction names, remaining overweight on Healthcare and Building Materials while trimming auto and banking exposures.